Skills
- Detail Oriented
- Organized
- Must be able to prioritize tasks and not be bothered by frequently changing priorities.
- Must be able to work with frequent interruptions.
- A/P and A/R
- Data Entry
- Payroll
- Taxes
- QuickBooks
- Microsoft Office Suite.
Duties
- Answer Phones
- Invoice Management
- Receive and log invoices.
- Distribute for approval and coding.
- Record invoices in BuilderTrend, QuickBooks, and the Invoice Log.
- Pay Bills
- Run Unpaid Bills Report from QB and once invoices to be paid are selected, create, and distribute checks.
- Receivables
- Create Invoices in Excel and send to client.
- Receive and post payments in QuickBooks, BuilderTrend, and various other Excel spreadsheets.
- Prepare deposits.
- Payroll
- Collect time sheets and enter for weekly payroll.
- Prepare and pay payroll taxes.
- Communicate with the accountants as necessary.
- Balance the bank statement.
- Enter credit card receipts and balance credit card statement.
- Prepare various reports from QuickBooks, Excel, and BuilderTrends
- Track and maintain Certificates of Insurance for subcontractors.
- Prepare new client folders and set up in BuilderTrend and QuickBooks.
- Create Purchase Orders, Change Orders, and Allowances for new jobs.
- Order office supplies.
